diff --git a/content/applications/hr/employees/new_employee.rst b/content/applications/hr/employees/new_employee.rst index 6df118fba9..ae2cae68a7 100644 --- a/content/applications/hr/employees/new_employee.rst +++ b/content/applications/hr/employees/new_employee.rst @@ -258,6 +258,8 @@ this section to be visible. add the location, or :guilabel:`Create and edit...` to add the location, assign a :guilabel:`Work Address`, and a :guilabel:`Cover Image`. +.. _employees/approvers: + APPROVERS --------- diff --git a/content/applications/hr/time_off.rst b/content/applications/hr/time_off.rst index eb59dfae02..6c9ad50a12 100644 --- a/content/applications/hr/time_off.rst +++ b/content/applications/hr/time_off.rst @@ -63,6 +63,8 @@ Enter the name for the particular type of time off in the blank line at the top :guilabel:`Time Off Requests` and :guilabel:`Allocation Requests` sections **must** be configured. +.. _time_off/time-off-requests: + Time off requests section ************************* @@ -123,7 +125,6 @@ This section determines how allocation requests are handled for this time off ty time off approver ` and the :ref:`Time Off Officer ` are required to approve the allocation request. - Configuration section ********************* diff --git a/content/applications/hr/time_off/request_time_off.rst b/content/applications/hr/time_off/request_time_off.rst index 6ab9b63c0f..cf0070b35a 100644 --- a/content/applications/hr/time_off/request_time_off.rst +++ b/content/applications/hr/time_off/request_time_off.rst @@ -2,25 +2,41 @@ Request time off ================ -Once time off has been allocated to an employee, a request to use it can be submitted. +When employees wish to take time off, they first submit a time off request through the **Time Off** +application. Once their request has been submitted, it is then reviewed by either the employee's +manager or their time off officer (depending on who the employee's :ref:`time off approver is +`). -Time off can be requested in one of two ways: either from the main *Time Off* application -:guilabel:`Dashboard` (:menuselection:`Time Off app --> My Time --> Dashboard`), or from the -:guilabel:`My Time Off` dashboard view (:menuselection:`Time Off app --> My Time --> My Time Off`). +.. note:: + If the time off type the employee is requesting :ref:`does not require approval + `, the time off is automatically approved, and does not need to be + reviewed. -To create a new request for time off, click the :guilabel:`New` button on either the main *Time Off* -:guilabel:`Dashboard` or the :guilabel:`My Time Off` dashboard, in the default list view. +Submit time off request +======================= -.. note:: - Both :guilabel:`New` buttons allow the user to request time off, but when requested from the - :guilabel:`Dashboard`, a :guilabel:`New Time Off` request form appears in a pop-up window. When - requested from the :guilabel:`My Time Off` list view, the screen navigates to a new time off - request page, instead. +To request time off, click the :guilabel:`New` button in the top-left corner of the **Time Off** app +dashboard, and a :guilabel:`New Time Off` pop-up form loads. + +Fill out the :ref:`fields on the form `, and then click :guilabel:`Save & Close` to +submit the request. + +.. tip:: + Requesting time off can be done either form the main **Time Off** app dashboard, or by navigating + to :menuselection:`Time Off --> My Time --> My Time Off`, and clicking :guilabel:`New`. + +.. image:: request_time_off/new-time-off.png + :alt: A time off request for three hours of vacation time off. + +.. _time_off/fields: + +Time off fields +--------------- Enter the following information on the :guilabel:`New Time Off` request form: -- :guilabel:`Time Off Type`: select the type of time off being requested from the drop-down menu. -- :guilabel:`Dates`: enter the dates that the time off falls under. There are two fields to +- :guilabel:`Time Off Type`: Using the drop-down menu, select the type of time off being requested. +- :guilabel:`Dates`: Enter the dates that the time off falls under. There are two fields to populate: the start and end dates. Click on either date field and a popover calendar appears. Click on the start date, then click on the end date. The selected start and end dates are circled, @@ -36,35 +52,27 @@ Enter the following information on the :guilabel:`New Time Off` request form: If the selected :guilabel:`Time Off Type` is configured to have the time off taken in hours, the following two fields also appear: - - :guilabel:`Half Day`: if the time off request is for a half day, tick this checkbox. When this + - :guilabel:`Half Day`: If the time off request is for a half day, tick this checkbox. When this is selected, the second date field disappears, and is replaced with a drop-down menu. From that drop-down menu, select either :guilabel:`Morning` or :guilabel:`Afternoon` to indicate which - half of the day is being requested. - - :guilabel:`Custom Hours`: if the time off requested is not a whole or half day, tick this + half of the day is being requested off. + - :guilabel:`Custom Hours`: If the time off requested is not a whole or half day, tick this checkbox. If selected, a :guilabel:`From` and :guilabel:`To` field appears beneath this option. Using the drop-down menu, select the start and end time for the time off request. -- :guilabel:`Duration`: this field updates automatically once the :guilabel:`Date` section is - completed. If the :guilabel:`Date` section is modified, this section automatically updates to - reflect the total time off requested. This field is in either hours or days, depending on how the - selected :guilabel:`Time Off Type` is configured. -- :guilabel:`Description`: enter a description for the time off request. This should include any +- :guilabel:`Requested (Days/Hours)`: This field updates automatically once the :guilabel:`Date` + section is completed. If the :guilabel:`Date` section is modified, this section automatically + updates to reflect the total time off requested. This field is in either hours or days, depending + on how the selected :ref:`Time Off Type ` is configured. +- :guilabel:`Description`: Enter a description for the time off request. This should include any details that managers and approvers may need to approve the request. -- :guilabel:`Supporting Document`: this field only appears if the :guilabel:`Time Off Type` selected - allows for the attachment of documents. Click the :guilabel:`Attach File` button, and a file - explorer window appears. +- :guilabel:`Supporting Document`: This field **only** appears if the :ref:`Time Off Type + ` selected allows for the attachment of documents. Click the + :icon:`fa-paperclip` :guilabel:`Attach File` button, and a file explorer window appears. Navigate to the desired files that should be attached, select them, then click The :guilabel:`Open` button. The files then appear on the time off request form. Multiple documents can be attached, if necessary. -If the request was created from the :guilabel:`Dashboard`, click the :guilabel:`Save & Close` button -to save the information, and submit the request. - -If the form was completed from the :guilabel:`My Time Off` list view, the information is -automatically saved as it is entered. However, the form can be saved manually at any time by -clicking the :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon. - .. image:: request_time_off/time-off-request.png - :align: center - :alt: A time off request form filled out for an employee home sick for two days with the flu. + :alt: A time off request form filled out for an employee home sick with the flu. diff --git a/content/applications/hr/time_off/request_time_off/new-time-off.png b/content/applications/hr/time_off/request_time_off/new-time-off.png new file mode 100644 index 0000000000..226607dd02 Binary files /dev/null and b/content/applications/hr/time_off/request_time_off/new-time-off.png differ diff --git a/content/applications/hr/time_off/request_time_off/time-off-request.png b/content/applications/hr/time_off/request_time_off/time-off-request.png index 5c13230a01..3fd2cec5a8 100644 Binary files a/content/applications/hr/time_off/request_time_off/time-off-request.png and b/content/applications/hr/time_off/request_time_off/time-off-request.png differ